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Avior Wealth Management, LLC → LLOBF

Avior Wealth Management, LLC LLOBF Position History

Lloyds Banking Group plc 9.25% NON-CUM IRR PRF SHS GBP0.25

Quarters held
3
Latest value
$153K
Q3 2026
Peak value
$153K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$74K
Q2 2026$152K
Q3 2026$153K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$153K27.2K——
Q2 2026$152K26.1K——
Q1 2026$74K14.7K——

Other funds holding LLOBF

Other Avior Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$255.1M
VGES

VANGUARD INDEX FDS

$237.6M
VGES

VANGUARD INDEX FDS

$218.2M
VGES

VANGUARD INDEX FDS

$211.3M
VGES

VANGUARD INDEX FDS

$189.9M
ETHA

ISHARES TR

$163.2M
ETHA

ISHARES TR

$160.9M
ETHA

ISHARES TR

$133.3M
Avior Wealth Management, LLC LLOBF Holdings: 13F Position History | Track13F